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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
101
Independent Advisor Alliance
North Carolina
$97.8K +$3.38K +600 +4%
TI
102
Tidal Investments
Wisconsin
$97.5K +$12.2K +2,164 +16%
CAM
103
Cresset Asset Management
Illinois
$95.8K -$203 -36 -0.2%
HWM
104
HB Wealth Management
Georgia
$95K
UCFA
105
United Capital Financial Advisors
Texas
$88.1K +$79.4K +14,102 New
RS
106
R Squared
Hong Kong
$80.8K -$45.4K -8,059 -38%
AWA
107
Arkadios Wealth Advisors
Georgia
$79.3K +$71.4K +12,687 New
QWP
108
Quotient Wealth Partners
Texas
$78.7K +$70.8K +12,587 New
VAS
109
Vestmark Advisory Solutions
Massachusetts
$77.8K +$70K +12,441 New
HSBC Holdings
110
HSBC Holdings
United Kingdom
$77.1K +$69.3K +12,309 New
GAM
111
Gotham Asset Management
New York
$76.2K +$68.6K +12,188 New
AA
112
Aire Advisors
California
$74.3K +$66.9K +11,890 New
VA
113
VestGen Advisors
Illinois
$74.3K +$66.9K +11,886 New
OIS
114
OneAscent Investment Solutions
Alabama
$74K +$66.6K +11,836 New
BTI
115
Blue Trust Inc
Georgia
$72.2K +$65.1K +11,558 New
Victory Capital Management
116
Victory Capital Management
Texas
$69.3K -$32.6K -5,796 -34%
ECM
117
Evergreen Capital Management
Washington
$67K -$4.5K -800 -7%
FFA
118
Farther Finance Advisors
California
$64.6K +$40K +7,107 +220%
FIA
119
FNY Investment Advisers
New York
$63K -$901 -160 -2%
TRCT
120
Tower Research Capital (TRC)
New York
$46.9K +$42.3K +7,509 New
Legal & General Group
121
Legal & General Group
United Kingdom
$32K
AF
122
Allworth Financial
California
$28.8K +$9.47K +1,682 +58%
Wells Fargo
123
Wells Fargo
California
$26.9K
CIAM
124
Caitong International Asset Management
Hong Kong
$17.7K -$10.8K -1,923 -40%
US Bancorp
125
US Bancorp
Minnesota
$16.5K +$11.6K +2,067 +360%